SS&C Learning Institute Accreditation

SS&C recognizes the fact that certifications and designations are a competitive differentiator and one of the best ways to prove that employees have the necessary knowledge, skills and experience to perform their jobs. SS&C Learning Institute is proud to offer continuing education credits on web-based courses.

The SS&C Learning Institute help financial professionals obtain skills and knowledge needed on the job and assist them in maintaining professional standing. Many of our web-based courses have been approved for various certification programs, continuing education units (CEUs) and continuing professional education units (CPEs).

We are constantly adding new certifications, so check back frequently. If you have taken an approved course, follow these instructions to get your certificate of completion for CE Credits:

  • Complete one of the SS&C Learning Institute courses approved for credit and achieve a score of 70% or higher on the Final Test.
  • Complete the application and evaluation form (Word format). If you have difficulty accessing the form, email zoosupport@sscinc.com.
  • Return the form to us. A certificate of completion will be mailed to you.

Continuing Education and Firm Element

Let us help you structure your Firm Element training program. From design to implementation, we can help you comply. Our courses, covering topics critical for every financial professional, are already used for Continuing Education by employees at financial companies nationwide and form the core of many Firm Element initiatives. Let us do for your firm what we've already done for others. And remember: it's not just for the good of your employees - it's the law.

Not all courses are appropriate for credit with every accrediting organization. See the course catalog for specific credit details for each course title. Contact the individual organization for instructions on obtaining credits.

New York State Board for Public Accountancy (NYSBPA)

Certified Public Accountants (CPAs) in certain states can earn CPE credits with our approved self-study courses. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Website: www.learningmarket.org

Professional Achievement in Continuing Education (PACE)

Designated Zoologic courses have been accepted for PACE Recertification credits for Certified Life Underwriters (CLUs) and Chartered Financial Consultants (ChFCs).

 Website: 
www.theamericancollege.edu

Chartered Property Casualty Underwriters (CPCU)

Chartered Property Casualty Underwriters (CPCUs) completing designated courses will be awarded points under the Continuing Professional Development program.

 Website: 
www.cpcusociety.org

Certified Investment Management Analyst (CIMA)

Investment Management Consultants Association has accepted designated Zoologic courses for CIMA continuing education credits.

 Website: 
www.imca.org

American Institute of Banking (AIB)

The American Institute of Banking has approved designated courses for credits.

 Website: www.aba.com

Registered Financial Planners Institute

The Registered Financial Planners Institute has accepted designated Zoologic courses for continuing education credits. Students that take any of these courses can apply the earned credit hours toward the RFP designation educational requirement of 75 hours, with passing of exams.RFP licensees should report their credits directly to the Registered Financial Planning Institute. 

 Website: 
www.rfpi.com